VIX Dislocations, Hendry's Take on TLT, and Buffett's Sale of $GOLD

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 18 February 2021

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Feb18,2021. Real Vision editors Jack Farley and Max Wiethe start the Daily Briefing by breaking down the latest stories, ranging from rolling blackouts in Texas to the congressional hearing surrounding GameStop to Berkshire Hathaway’s latest maneuvers. Then, Jack welcomes Eclectica Asset Management founder and former-CIO Hugh Hendry, who tells him about the interplay between real yields, gold, and silver as well as giving Real Vision a sneak peek of his short film, “An Intense Psychotic Cacophony.” Lastly, Jack speaks to Real Vision's Weston Nakamura about a dislocation Weston has noticed in the VIX futures market. For the latest edition of “Inside the Hive Mind,” click here: http://rvtv.io/HiveReportFeb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Today, I'll be speaking to the one only Hugh Hendry about the relationship that he sees
0:16.1	between gold, silver, and real rates.
0:19.2	Then I'll be speaking to Weston Nakamura about some dislocations that he's seeing in the
0:23.6	VIX futures markets.
0:25.1	But first, I'm going to be speaking to Real Vision's own Max Weathy about the stories of the
0:29.2	day.
0:30.2	Max, welcome with the Daily Briefing.
0:31.5	How are you doing?
0:32.5	Doing well.
0:33.5	I know we've got other people coming up, so we're going to keep it short and sweet.
0:36.0	Yeah, this is going to be a lightning wrap with you.
0:39.3	So Buffett, a Warren Buffett, and Berkshire Hathaway, recently filed their 13F.
0:43.6	That was yesterday, I believe.
0:44.8	What can you tell us about that, Max?
0:46.5	Well, I mean, the big one for me was the dropping of Barrett Gold.
0:50.6	Obviously, Gold is down today, and Barrett Cleaving was, or Barrett being added to their
0:56.0	portfolio, was touted as this evidence that Warren Buffett loves gold, or is starting to
1:02.6	get gold.
1:03.6	One, the size, Buffett doesn't make purchases of that size if Buffett makes the big, huge,
1:09.3	multi-billion dollar purchases.
1:11.8	So I don't think Buffett had anything to do with that purchase in the first place.
1:15.1	But it's the way that narratives are spun.
	...

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